I've had difficulty with the allocation process too, mostly because my
monthly income is unpredictable.  I ended up allocating manual, as have
others.
daniel

On Fri, Apr 3, 2009 at 10:58 AM, <[email protected]> wrote:

>
> I agree with Trish in that the Allocate Income feature has never
> worked quite how I would expect or how I would want so I end up doing
> all my distributions manually.
>
> The problem here, in my opinion, is that there is no automated
> changing of the "Spending Plan" amounts. Using Trish's example, if I
> dine out more often this month and move funds from the Entertainment
> bucket, I would have to manually reduce the Spending Plan amount for
> Entertainment (and increase it for Dining Out), otherwise when I get
> my next paycheck and use Allocate Income, it's going to try to replace
> all that money that I "transfered" to the Dining out bucket.
>
> For this to work, you really need to tediously manage the Spending
> Plan amounts for every bucket which becomes a chore. It seems like
> MoneyWell could do something here to better automate this, but perhaps
> other people use Spending Plan amounts in a different way and like the
> way it works.
>
> -Lance
> >
>


-- 
Daniel Shanahan
Oakland, CA  94610

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